Business Development Representative

At Advisor360° we build technology that transforms how wealth management firms operate scale and serve their clients. As a leading SaaS platform in the fintech space we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people the purpose and the passion behind everything we do. 

We’re a team of builders thinkers and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise a collaborative spirit and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow we’re looking for teammates who are ready to roll up their sleeves think big and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us and be part of a company that's not only moving fast—but making it count. 

This role is hybrid requiring three days per week onsite in our Needham MA headquarters.  

As our go-to-market team continues to grow we’re looking for ambitious high-energy Business Development Representatives (BDRs) to help introduce Advisor360°’s platform to new prospects and build pipeline across our suite of offerings.

• Conduct outbound prospecting through email LinkedIn and cold calling to generate qualified opportunities for Advisor360°’s platform.
• Educate prospects on the value of modern wealth management technology including advisor efficiency operational scalability and improved client experiences.
• Qualify inbound and outbound leads and schedule meetings for the Account Executive team.
• Research and identify key decision-makers within RIAs broker-dealers and wealth management firms.
• Use a consultative approach to uncover pain points related to advisor workflows data fragmentation compliance reporting and firm growth.
• Partner closely with sales product and marketing teams to refine messaging and target ideal customer profiles.
• Track outreach activity pipeline progress and results in CRM and sales engagement tools (e.g. HubSpot).
• Serve as an ambassador for Advisor360° representing our mission values and innovation in every interaction.
  

• 1+ years of experience in sales business development or lead generation (SaaS FinTech or AI experience preferred).
• Strong interest in AI emerging technology and how it can transform advisor and client experiences.
• Excellent communication and interpersonal skills with the ability to clearly articulate value.
• A highly motivated self-starter mindset with a desire to exceed goals in a fast-paced environment.
• Comfort handling objections and engaging senior-level stakeholders.
• Experience with sales tools such as Salesforce Outreach ZoomInfo or similar platforms is a plus.
  

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries annual performance-based bonuses and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits including dental life and disability insurance. We also trust our employees to manage their time effectively which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique authentic selves to work each and every day. The way we see it we are here to learn from each other.    

The estimated base salary range for this position is $60000 + commission & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.

Additionally Advisor360° leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time subject to applicable law.

Candidates located within 50 miles of our Needham MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Advisor360° is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs job requirements and individual qualifications without regard to race color religion sex sexual orientation gender identity national origin veteran or disability status. Advisor360° will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360°does not use artificial intelligence to evaluate candidates make hiring decisions rank applicants or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.

What We Do

Advisor360° is a fintech company that helps wealth management firms deliver better experiences to financial advisors and their clients. We offer an integrated technology platform that brings together portfolio management CRM digital onboarding compliance tools and client portals in one place. Our cloud-based solution powered by AI-driven insights connects advisors with the data and tools they need to grow their practices while giving end clients a seamless digital wealth management experience. We serve major broker-dealers and independent RIAs across the country supporting advisors who manage billions in assets and helping transform how the financial services industry operates. As a leading SaaS platform in the fintech space we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people the purpose and the passion behind everything we do. We’re a team of builders thinkers and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise a collaborative spirit and a commitment to innovation as we reshape what’s possible in wealth management. As we grow we’re looking for teammates who are ready to roll up their sleeves think big and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us and be part of a company that's not only moving fast—but making it count.

Why Work With Us

A360 is built for: Builders who want to create industry-defining products Problem solvers who see obstacles as puzzles not roadblocks High performers who want to work with other high performers Lifelong learners who are never satisfied with their current skill level Mission-driven individuals who want their work to matter

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